以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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BenBajarin
16 atoms · 跨 11 天 · 首见 2026-04-29 · 最近 2026-06-30
三色: 🟦 fact 3 · 🟥 take 13 · stance ▲8/▼1/◆5
来源: X 16
时态: fresh:13 · stale:2 · aging:1
标签: 好观点:12 · 好数字:4 · 好思考:1
叙事 (narrative) (8)
- 2026-05-13 · 服务器CPU市场TAM扩张判断
this is a TAM expansion run so dollar share will be the most interesting metric to track
tags: 好观点 · → daily
- 2026-06-30 · 发表关于约束图的看法
The constraint map is a mile deep..
tags: 好观点 · → daily
- 2026-05-28 · 即将发布Neoclouds报告
Next week my two reports on neoclouds will come out. I promise to be gentle-ish.
tags: 好观点 · → daily
- 2026-05-28 · 发布agentic CPU和内存更新报告
the agentic CPU update and memory report today will serve as a good foundation plus a GW to $ model I am pretty happy with.
tags: 好观点 · → daily
- 2026-05-21 · 观点：所有可行的计算资源都将被使用
All viable compute will be used.
tags: 好观点 · → daily
- 2026-05-21 · $NBIS 仍仅为超大规模客户的 proxy
Everyone still just a proxy for the hyperscalers right now.
tags: 好观点 · → daily
- 2026-05-16 · reading recommendation
_Thanks @geoffrey_cain ! Starting some weekend reading._
tags: 好观点 · → daily
- 2026-04-29
[老化中] · 认为数据中心是最大的推动力
Datacenter is the lift of all lifts.
tags: 好观点 · → daily
value: direction=up
预测 (forecast) (3)
- 2026-05-05 · 牛市情景CPU TAM目标
We put the first one of these out and thought we were insane, saying bull case is $110 in 2030.
tags: 好观点·好数字 · → daily
value: qty=110 · date=2030
- 2026-06-01 · 预期下周宣布Agentic Macs和iPhones
agentic Macs and iPhones next week?
tags: 好思考 · → daily
value: date=下周
- 2026-05-10 · 认为Intel回归内存概率极低
1% chance.
tags: 好观点 · → daily
value: qty=1%
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-06-09
[老旧] · view on robotics
I’m optimistic on robotics
tags: 好观点 · → daily
- 2026-05-18
[老旧] · 推荐投资方向
Basically anything that unlocks value of inference. Memory and storage in particular.
tags: 好观点 · → daily
value: qty=Anything that unlocks value of inference · date=not specified
事实 (fact) (3)
- 2026-05-13 · 服务器CPU总出货量环比变化
Total shipments increased ~6% Q/Q
tags: 好数字 · → daily
value: qty=+6% · date=2026Q1
- 2026-05-13 · 服务器CPU总出货量同比变化
Total shipments increased ~19% Y/Y
tags: 好数字 · → daily
value: qty=+19% · date=2026Q1
- 2026-05-13 · 服务器CPU出货量季节变化
far exceeding the typical seasonal decline of -7%
tags: 好数字 · → daily
value: qty=-7% · date=typical seasonal decline
时间轴 (近 20)
- 2026-06-30 ·
narrative · 发表关于约束图的看法 · → daily
- 2026-06-09 ·
position · view on robotics · → daily
- 2026-06-01 ·
forecast · 预期下周宣布Agentic Macs和iPhones · → daily
- 2026-05-28 ·
narrative · 即将发布Neoclouds报告 · → daily
- 2026-05-28 ·
narrative · 发布agentic CPU和内存更新报告 · → daily
- 2026-05-21 ·
narrative · 观点：所有可行的计算资源都将被使用 · → daily
- 2026-05-21 ·
narrative · $NBIS 仍仅为超大规模客户的 proxy · → daily
- 2026-05-18 ·
position · 推荐投资方向 · → daily
- 2026-05-16 ·
narrative · reading recommendation · → daily
- 2026-05-13 ·
fact · 服务器CPU总出货量环比变化 · → daily
- 2026-05-13 ·
fact · 服务器CPU总出货量同比变化 · → daily
- 2026-05-13 ·
fact · 服务器CPU出货量季节变化 · → daily
- 2026-05-13 ·
narrative · 服务器CPU市场TAM扩张判断 · → daily
- 2026-05-10 ·
forecast · 认为Intel回归内存概率极低 · → daily
- 2026-05-05 ·
forecast · 牛市情景CPU TAM目标 · → daily
- 2026-04-29 ·
narrative · 认为数据中心是最大的推动力 · → daily
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